11 Best Internet Retail Stocks to Buy According to Analysts

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4. Global-E Online Ltd. (NASDAQ:GLBE)

Analyst Upside: 87.50%

Number of Hedge Fund Holders: 31

Global-E Online Ltd. (NASDAQ:GLBE) supports direct-to-consumer cross-border e-commerce through its e-commerce platform, Global-E. The platform leverages international logistics, localization capabilities, and big data business intelligence models to allow brands and retailers to improve international traffic conversion and sales and boost global online growth. The company’s operations are conducted from seven offices across the globe, and it takes the fourth spot on our list of the best internet retail stocks to buy now.

Morgan Stanley analyst James Faucette reiterated a Buy rating on Global-E Online Ltd. (NASDAQ:GLBE) on April 10, setting a $46.00 price target. The analyst attributed various factors to the firm’s bullish sentiment, saying that the company’s online web traffic showed considerable growth in fiscal Q1 2025, surpassing Morgan Stanley’s revenue growth and GMV expectations. These trends demonstrate strong potential for positive financial performance in the future, irrespective of the current macroeconomic uncertainties. The analyst said that the significant growth in web traffic could translate to higher sales figures, as it means that the company is experiencing rising consumer interest.

The analyst also opined that Global-E Online Ltd. (NASDAQ:GLBE) could potentially benefit from the recent tariff changes. The complex scenario created by the tariffs may support the company by improving its value proposition to merchants facing these challenges. The volatile market circumstances are thus expected to increase merchandise partnerships with Global-E Online Ltd. (NASDAQ:GLBE), expanding its market reach.

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